Dow Inc (DOW)vsLinde plc Ordinary Shares (LIN)
DOW
Dow Inc
$29.03
-2.06%
BASIC MATERIALS · Cap: $21.36B
LIN
Linde plc Ordinary Shares
$466.22
+1.00%
BASIC MATERIALS · Cap: $214.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Dow Inc generates 17% more annual revenue ($41.32B vs $35.45B). LIN leads profitability with a 20.4% profit margin vs -3.1%. LIN appears more attractively valued with a PEG of 1.79. LIN earns a higher WallStSmart Score of 64/100 (C+).
DOW
Hold49
out of 100
Grade: D+
LIN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.6%
Fair Value
$28.91
Current Price
$29.03
$0.12 premium
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$466.22
$157.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
19.7% revenue growth
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.1%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of -4.9% — below average capital efficiency
Earnings declined 73.3%
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DOW
The strongest argument for DOW centers on Price/Book, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum.
Bull Case : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 28.1%.
Bear Case : DOW
The primary concerns for DOW are Piotroski F-Score, PEG Ratio, Return on Equity.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
DOW profiles as a growth stock while LIN is a mature play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.73 — expect wider price swings.
DOW is growing revenue faster at 19.7% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (64/100 vs 49/100), backed by strong 20.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dow Inc
BASIC MATERIALS · CHEMICALS · USA
Dow Inc. is an American commodity chemical company. The company is headquartered in Midland, Michigan.
Visit Website →Linde plc Ordinary Shares
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Linde plc is a multinational chemical company. It is the largest industrial gas company by market share and revenue. It serves customers in the healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, electronics and water treatment industries. The company's primary business is the manufacturing and distribution of atmospheric gases, including oxygen, nitrogen, argon, rare gases, and process gases, including carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene.
Visit Website →Compare with Other CHEMICALS Stocks
Want to dig deeper into these stocks?